Dell Technologies Inc. $DELL Stock Sold by PKO BP BANKOWY Universal Pension Society JSC

PKO BP BANKOWY Universal Pension Society JSC cut its position in Dell Technologies Inc. (NYSE:DELL) by 14.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 59,552 shares of the technology company’s stock after selling 10,000 shares during the period. Dell Technologies makes up 9.4% of PKO BP BANKOWY Universal Pension Society JSC’s holdings, making the stock its 2nd largest position. PKO BP BANKOWY Universal Pension Society JSC’s holdings in Dell Technologies were worth $32,036,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bank of America Corp DE increased its holdings in Dell Technologies by 7.6% in the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after buying an additional 1,011,101 shares during the period. Wellington Management Group LLP boosted its holdings in shares of Dell Technologies by 140.1% in the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock valued at $1,090,294,000 after acquiring an additional 1,474,347 shares during the last quarter. NewEdge Advisors LLC raised its holdings in shares of Dell Technologies by 5.0% during the second quarter. NewEdge Advisors LLC now owns 480,589 shares of the technology company’s stock worth $207,355,000 after purchasing an additional 22,924 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in Dell Technologies by 3.0% during the first quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after purchasing an additional 27,668 shares during the period. Finally, Swiss National Bank boosted its holdings in Dell Technologies by 4.7% in the first quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock valued at $152,806,000 after purchasing an additional 41,700 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $565.28, for a total transaction of $1,142,996.16. Following the completion of the transaction, the director owned 25,267 shares of the company’s stock, valued at $14,282,929.76. This represents a 7.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 46,323 shares of the firm’s stock in a transaction that occurred on Tuesday, October 6th. The shares were sold at an average price of $575.43, for a total value of $26,655,643.89. Following the completion of the transaction, the director owned 22,254 shares in the company, valued at approximately $12,805,619.22. This trade represents a 67.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,697,272 shares of company stock valued at $920,162,797. Corporate insiders own 41.50% of the company’s stock.

Analysts Set New Price Targets

DELL has been the subject of a number of recent research reports. Cantor Fitzgerald assumed coverage on Dell Technologies in a research note on Wednesday, September 2nd. They set an “overweight” rating for the company. Susquehanna reiterated a “positive” rating on shares of Dell Technologies in a research report on Tuesday, September 29th. UBS Group restated an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. TD Cowen raised their price objective on shares of Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a research note on Tuesday, September 29th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $558.00 target price (up from $497.00) on shares of Dell Technologies in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $571.12.

Dell Technologies News Roundup

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Evercore ISI raised its Dell price target to $650 from $500, following other bullish target increases. Analysts are responding to strong AI-server demand, including reported orders of $60.9 billion, AI-server revenue of $16.4 billion and a backlog approaching $95 billion. Evercore ISI Adjusts Price Target on Dell Technologies
• Positive Sentiment: Wedbush analyst Dan Ives added DELL to his Ives AI 30 “Winner List,” reinforcing the view that Dell is a beneficiary of enterprise AI infrastructure spending and the broader AI hardware cycle. Dan Ives Updates AI 30
• Positive Sentiment: Dell expanded its Windows PC and workstation lineup for “agentic AI” in partnership with NVIDIA and Microsoft. The products broaden Dell’s AI opportunity beyond data-center servers to developers, creators and enterprise users. Dell Technologies Drives the Agentic AI Era
• Neutral Sentiment: The Dell Technologies Forum UAE will focus on scaling AI, modernizing infrastructure and responsible technology adoption. The event may generate customer interest, but it does not yet provide a specific revenue or earnings catalyst. Dell Technologies Forum UAE
• Negative Sentiment: Silver Lake-affiliated directors sold approximately 127,000 Dell shares for about $73 million on October 6. Several transactions reduced individual holdings by roughly 68% to 72%, creating a notable supply and investor-confidence overhang. Dell insider trading filing
• Negative Sentiment: Profit-taking across high-performing server stocks has weighed on the sector. After Dell’s sharp AI-related advance and elevated valuation, investors may be locking in gains and reassessing whether near-term growth can justify current expectations. Profit Taking Unwinds Server Rally

Dell Technologies Price Performance

NYSE DELL traded up $6.83 during trading hours on Friday, reaching $581.38. The company’s stock had a trading volume of 2,946,692 shares, compared to its average volume of 8,273,719. Dell Technologies Inc. has a 1-year low of $110.22 and a 1-year high of $595.51. The company’s 50-day moving average is $504.43 and its two-hundred day moving average is $379.92. The firm has a market capitalization of $369.65 billion, a price-to-earnings ratio of 33.70, a P/E/G ratio of 0.60 and a beta of 1.37.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same period in the previous year, the business earned $1.70 earnings per share. The business’s revenue was up 57.7% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Equities analysts forecast that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a $0.63 dividend. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

About Dell Technologies

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.